Knowledgeable and experienced

5.0 stars

Anonymous review posted onJuly 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed.
He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails.
We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well.
We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy.
In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Great Easy experience

5.0 stars

Posted by Arty October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

First Time Estate Plan

5.0 stars

Posted by Michael September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.